Parnassus Investments’s JPMorgan Chase JPM Stock Holding History

Parnassus Investments’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$184M	Sell	562,698 -12,032	-2%	-$3.74M	0.49%	40
2026 Q1	$169M	Buy	574,730 +73,821	+15%	+$22.4M	0.5%	41
2025 Q4	$161M	Sell	500,909 -22,749	-4%	-$7.04M	0.42%	42
2025 Q3	$165M	Buy	523,658 +4,512	+0.9%	+$1.34M	0.38%	45
2025 Q2	$151M	Buy	519,146 +145,324	+39%	+$37.1M	0.35%	45
2025 Q1	$91.7M	Buy	+373,822	New	+$95.3M	0.22%	65

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Parnassus Investments's JPM Position: Q2 2026 in Review

Parnassus Investments reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $3.74M and leaving 562,698 shares worth $184M. The position accounts for 0.49% of the portfolio, ranked #40.

Parnassus Investments first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Parnassus Investments held 562,698 shares of JPMorgan Chase worth $184M as of Q2 2026.
Parnassus Investments sold 12,032 JPMorgan Chase shares in Q2 2026, an estimated $3.74M.
JPMorgan Chase made up 0.49% of Parnassus Investments's portfolio in Q2 2026, its #40 holding.
Parnassus Investments first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Parnassus Investments's 13F filing for Q2 2026, filed 29 Jul 2026.